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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,333 | $65,555-78.1% | $86,216-83.4% | $75,173-80.9% |
| Participation rate | 48.4% | 60.5%-12.1pp | 69.0%-20.6pp | 67.2%-18.8pp |
| Annual return | 141.18% | 46.07%+95.1pp | 1169.42%-1028.2pp | 160.72%-19.5pp |
| Employer contribution / active EE | $981 | $1,553-36.8% | $2,382-58.8% | $2,671-63.3% |
| Participant deferral / active EE | $2,765 | $3,023-8.6% | $3,986-30.6% | $4,126-33.0% |
| Admin fee / account holder | $785 | $5,469-85.6% | $6,853-88.5% | $5,651-86.1% |